Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.
- What's the overarching objective of the Best-in-Class ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article?
- Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
- Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?* What did Avantis say are the market conditions that favor or disadvantage their approach?* How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
- Retail investors have a potential superpower versus institutional fund managers -- patience!
- How many hours does it take Chris to update the Best-in-Class ETF recommendations?
- JL Collins is a big proponent of the total market index. How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?
- What happens when small-cap value becomes super popular?
Links: Best-in-Class ETF Bootcamp video and podcast
AAII article on Choosing Best-in-Class ETFsPortfolio configurator
Portfolio visualizer factor statistics, factor regression tool, and fund factor regressions.
Watch video here